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The Sell My Business Podcast

Do you know how to grow your business, sell your business, or both? Welcome to the Sell My Business Podcast. Who are we and how do we know? With the same strategies we share in the podcast, we grew our business 10X and sold our business for 9-figures. Listen and prosper!

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5 Reasons Why You'll Be More Successful When Your Business Runs Without You

"Lasting business success is finding and solving new painful problems " - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created a 9-step roadmap on how to prepare for a liquidity event.  The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES Have Your Business Run Without So You Can Find And Solve New Painful Problems The power of having your management team runs the day to day Why you must  work on the business and not in the business Focus on solving new painful problems that create a market disruption Why You'll Increase Enterprise Value When You Take The Time To Listen To Key Stakeholders The one question to ask customers Why you get your time and life back The power of listening to your employees Have Your Business Run Without You To Ensure You're Not The Smartest Person In The Room Why your management team must be smarter than you The case for ruthlessly focusing on removing B and C players The power of your company vision Why You Must Enrich Your Company Culture If You Want To Dominate And Win Accountability from top to bottom Identify and drive key metrics What happens to enterprise value when the culture is built around the business and not you Why You Must Think Like A Buyer To Drive EBITDA And Enterprise Value The power of creating a blue ocean Why you need proven results from your management team for your future buyer Why you must find and remove skeletons and put out your Rembrandts for public display This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.  Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE Jeffrey Feldberg on LinkedIn The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

34mins

8 Jun 2021

Rank #1

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Branding Expert Ann Fryer On How To Maximize Yoru Potential Both In Business And Your Liquidity Event

"Always trust yourself and the value you bring to people." - Ann Fryer Ann Fryer is on a mission to inspire you to live purposefully and invest in your future. With a people-first leadership style, Ann has always believed that the most important brand you build is yourself. Ann guides individuals and teams to uncover their inherent purpose by nurturing and honing strengths, talents, and ambitions. By empowering others, she has created a community of professionals who are maximizing their potential. Voted as the kindest girl in her elementary school, she has always understood that compassion and connection are the bonds that unite. Making us healthier and happier in the process. For the past 20 years, Ann has been applying her storytelling and organizational excellence in a career building luxury and lifestyle brands. Her natural ability for creating memorable partnerships and experiences that capture the imagination and spark conversation afforded her the opportunity to work with iconic brands from Johnnie Walker and Absolute Vodka to JW Marriott and W Hotels. Ann was that the forefront of the content-driven experiential movement, and today is recognized as a thought leader in the purpose-driven landscape. Ann is currently the Senior Vice President, Partnerships, Promotions, and Events at CBS. Anne was born in South Africa and raised in Europe and the United States and splits her time between New York City and the idyllic New England town of New Canaan, Connecticut. She finds solace and respite in nature, conscious home design, and global exploration. Ann is a graduate of Hamilton College.   The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES How understanding your North Star has people see you in a different light Why simplicity is important for branding The power of understanding your North Star as a business in regards to what's your purpose Why branding starts with you and your core values Start branding with your story People buy products and services because of the story being told Ask yourself how you're different than your competition Ann shares the example of how everyone at NASA, including the janitor, knew the mission to put a man on the moon Why people buy on emotion first and justify it with logic later The power of credibility, consistency, and simplicity Why you lose credibility as a brand when you're story is not consistent with your business How culture plays an essential role in branding and what you can do to build a culture How to build culture when people are working remotely Why a liquidity event is like a marketing campaign The power of having your audience excited about your story and brand Why people want to understand the social impact initiative of companies The power of planning with 30-day, 60-day, and 90-day plans Why branding needs to include everyone in the company and not only marketing people How an open forum for everyone in the company to provide feedback helps both the brand and culture Why you must communicate with everyone in the company to ensure brand consistency The power of goals for both the business and branding Why business owners must welcome an open-door policy Why you must trust yourself and the value you bring to those around you This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

49mins

1 Jun 2021

Rank #2

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Top 100 Global Family Business Consultant and NextGen Nike Anani Reveals How To Run A Successful Family Office

‍"Don't allow external stories to become your internal story." - Nike Anani Nike Anani is an entrepreneur and a consultant. She was rated as a top 100 Family Business Consultant globally. She helps her clients bridge the gap between the senior and younger generations.   As a result, they communicate, collaborate, and collectively gain clarity to increase profit and productivity in their family businesses. With over a decade of family business expertise in Nigeria, Nike helps owners lead their family organizations to long-term impact and legacy. Her inside experience as a second-generation family business owner, birthed the passion to help other families in building legacy enterprises that would outlive them.  Nike is an accountant and a top-rated family business expert, with a family business and wealth advisor qualification from the Family Firm Institute. She is a co-founder of African Family Firms, a pan-African association of family businesses, and the host of The Connected Generation podcast.  Nike's clients chose to engage her, not only because of her extensive professional training but also because of her practical experience as both a business founder and a NextGen. This allows her to uniquely empathize with both generations and act as a connector. Nike is a champion for diversity and celebrates the uniqueness in every individual, family, and business.  The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. ‍ SHOW NOTES Why Nike left Deloitte as an accountant to work in her family office Why Nike create the African Family Firms How success planning is key to long-term success What the NextGen brings to the family office and how to leverage it The importance of including the NextGen in conversations early on Why the current generation must understand the new dimensions of the next generation How the first generation are wealth creators and the next generation is risk-averse Three questions every family office must ask for long-term success Strategies to deal with keeping the family office or selling the business Why empathy is key for success with all family members in the family office The importance of honoring the new ideas of the next generation The power of "why" questions Why a family office must articulate its purpose How philanthropy and impact investing is changing the landscape for family offices The importance of planning life after the family office The role of outside advisors to strengthen a family office Why governance is important for the long-term success of a family office ‍ This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   ‍ Click here to book your free exploratory call. ‍ Enjoy the interview! ‍ SELECTED LINKS FOR THIS EPISODE Nike's website Nike's podcast The Connected Generation Simon Sinek's book Start With Why The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call ‍ This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. ‍ Click here to book your free exploratory call.

39mins

25 May 2021

Rank #3

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Successful Entrepreneur And Investor Shane Boudreau On How To Create The Liquidity Event Of Your Dreams

"When you have faith, mountains get out of your way and it'll be amazing." - Shane Boudreau Shane Boudreau is an entrepreneur, investor, and corporate dealmaker with decades of experience buying and selling businesses. Shane has enabled hundreds of deals helped to create over $21 billion in market value. Having started his career in entrepreneurship and consulting, Shane has analyzed thousands of businesses. Shane has taken the skill set, and knowledge advising some of the world's largest corporations and now provides advisory M&A services as well as helping business owners with equity and debt financing. VestIn Capital Group was started in 2020 to empower entrepreneurs and investors worldwide to realize a life they've always dreamed of and give them the tools to achieve it.  Entrepreneurs are guided on how to stage their companies for long-term success and maximize ROI.  Shane applies his experience to vet and stage companies for the highest multiple possible for the perspective sectors. In addition to providing capital, VestIn capital provides a support structure for its partners for investments that span a wide range of industries and locations.  VestIn capital provides a support structure to its partners for investments, spanning a wide range of industries and locations.  VestIn Capital assists both entrepreneurs and investors on businesses up to $25 million in revenues. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. ‍ SHOW NOTES How Shane created and sold a machine-learning algorithm for analyzing companies Shane discusses his successful liquidity events Why it's important to stage your company in anticipation of a liquidity event How most business owners don't prepare for a liquidity event and lose either the deal or value How the COVID-19 pandemic has changed the business landscape Why a business runs without the owner for the highest enterprise value How business owners have difficulties adjusting as an employee after the liquidity event Why Shane will pay more for a business that runs without its owner The fatal mistake most business owners make when presenting to the future buyer Why business owners must take themselves out of the picture entirely How the proper mindset of the business owner helps increase enterprise value Strategies on getting to know your future buyer to help leverage negotiations Why a sign of desperation by a business owner can destroy enterprise value The importance of taking your emotions out of the liquidity event negotiation Why honest and complete transparency is the best approach, even when discussing failures What you can do to create a presentation that captures the imagination of your future buyer How to create excitement between the business owner and buyer for future endeavors The importance of sharing your ideas with others instead of keeping them to yourself Why faith helps you move mountains ‍ This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   ‍ Click here to book your free exploratory call. Enjoy the interview! ‍ SELECTED LINKS FOR THIS EPISODE Shane Boudreau on LinkedIn The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call ‍ This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. ‍ Click here to book your free exploratory call.

40mins

18 May 2021

Rank #4

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Sell-Side Advisor, Successful Business Owner, And Philanthropist, Rob Follows On How To Achieve An Extraordinary Exit Through Selling To Strategics In Your Liquidity Event

"We are about Success To Significance through Selling To Strategics." - Rob Follows STS stands for Success To Significance through Selling To Strategics. STS’ mission is to be the best sell side advisor in the world, and to support entrepreneurs and family business owners maximize value on their journey to an Extraordinary Exit.  Rob Follows is driven to helping entrepreneurial business owners achieve maximum value when the right time comes to sell. He has a passion for helping people live their vision and wants to help other entrepreneurs achieve full value for their business. Today, Rob has been involved with or led over a thousand M&A transactions with a total transaction value of over $100 billion. As well as being CEO and founder of STS Capital Partners, Rob is also the founding Chairman of Altruvest Charitable Services, a Canadian charity that provides training and tools to improve the performance of charitable organizations so they can give more to their causes. Rob is a true believer in contributing leadership. He has held various roles with Young Presidents’ Organization and World Presidents' Organization, including founding chapter chair, former Chair of the Global Deal Network, Founding Chair of the Executive Committee of the Social Enterprise Networks, serving on the networks committee of the international board of YPO for over five years and contributing to over 100 events as a YPO best of the best premier speaker. Rob is also an extreme adventurer. When Rob summited Everest on May 24th, 2006, he became part of an elite group of people who have climbed all Seven Summits. His adventures also include skiing the North and South poles. Canoeing the Nahanni River in the Canadian Arctic.  The first international descent of the Onan River on the Siberia/Mongolia border. Completing the 250-kilometer Gobi Desert Ultra Marathon and 110-mile Trans Rockies Challenge. Rob has practiced deeper meditation and mindfulness with the Tibetan monks at the Kopan Monastery in Nepal, Tiger's Nest Monastery, and other monasteries in Bhutan. Rob's academic accomplishments include a BA with distinction from the University of Toronto; an LL.B from Osgoode Hall Law School at York University; a certificate in Not-for-profit management from the University of Toronto and Sheridan College; the Arbor Award from the University of Toronto as an international leader in corporate philanthropy; a master's degree from Oxford University's Saïd Business School in Advanced Strategy and Corporate Philanthropy. He was also honored by being identified as one of the "Group of 175": the 175 most visionary and philanthropic living graduates in the history of the University of Toronto. Today, Rob Follows and STS Capital Partners is presented to you by Deep Wealth. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day’s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. ‍ SHOW NOTES The importance of knowing the difference between a sell-side advisor and an investment banker Rob shares how he had the largest independent marketing services business in Canada How Rob sold his business for 27 times EBITDA to later learn his  buyer would have paid 100 times EBITDA Why Rob created STS Capital Partners as a result of his experience STS Capital stands for "Success To Significance" through “Selling To Strategics” The advantage of sell-side advisory that business owners won't find anywhere else How financial buyers, VCs, Private Equity, and SPACs  look for death, disease, divorce, disability, disenchantment, and disintermediation to buy as low as they can to aim to buy low from entrepreneurs and sell high to strategic buyers How you too can “Sell To Strategics” (STS) How STS Capital cuts out intermediaries to get the highest price from strategics Why finding the hidden Rembrandts in your attic drives up enterprise value How traditional investment bankers have a conflict when working with the same buyers Why most sellers lose when dealing with private equity groups Rob shares a case study where private equity offered a buyer $40M but later paid $106M because of STS Capital How private equity groups attempt to remove investment bankers representing the business owner Why you need world-class sell-side advisors to help win against private equity groups, and to help with strategic buyers, too How preparation is your key to helping you achieve the best deal instead of any deal How COVID-19 has changed the M&A landscape Why you can't time the market, but you can time when you enter the market when you're prepared How entrepreneurs and family business owners achieve higher through selling to strategics and can create legacy through contributing the upside strategics will pay them to their own charity to help make the world a better place STS = Success To Significance through Selling To Strategics How corporate philanthropy can make the world a better place: How STS capital helps owners understand that giving back makes the world a better place Why Rob created Altruvest Charitable Services to bridge the gap between business and not-for-profits How Rob found himself at Oxford University working towards a PhD in philanthropy ‍ Rob Follows very much appreciates the opportunity to contribute to this seminar sponsored by Deep Wealth. This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   ‍ Click here to book your free exploratory call. ‍ Enjoy the interview! ‍ SELECTED LINKS FOR THIS EPISODE STS Capital Partners website What STS Capital Partners do for you Reach Rob through rob[at]stscapitalpartners[dot]com The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call ‍ This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. ‍ Click here to book your free exploratory call.

47mins

11 May 2021

Rank #5

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The 5 Best Private Equity Strategies You Really Need To Know

"Businesses fail because they lack a proven and powerful business model." - Jeffrey Feldberg Jeffrey Feldberg is the co-founder of Deep Wealth. The M&A journey for Jeffrey began when he said "no" to a 7-figure and "yes" to mastering the art and science of a liquidity event. Two years later, Jeffrey said "yes" to a 9-figure offer. During the process, Jeffrey increased his company value by 10X. How did Jeffrey increase his company value 10X and go to a 9-figure liquidity event? Jeffrey created a 9-step roadmap on how to prepare for a liquidity event.  The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES A Proven And Powerful Business Model Unlocks Both EBITDA And Enterprise Value The power of recurring revenue Why long term contracts that are exclusive drive up enterprise value How the holy grail of business models is revenue sharing Private Equity Strategies Include Having Tremendous Growth Potential Why every business owner should create a blue ocean The power of being world-class when solving a painful problem How a growing marketplace must be front and center when looking at your business At The Heart Of Private Equity Strategies Is A Talented And Proven Management Team How a proven management team has your business run without you Why accountability is the key to success Why you must ensure you have successors for your CEO Why A Culture Of Accountability Is A Key Ingredient For Increasing Enterprise Value How accountability embedded in company culture eliminates arrogance Why performance reviews unlock EBITDA and enterprise value The power of regular employee surveys Why Private Equity Strategies Leverage A Foundation Of Strong Financial Systems The importance of financial measure that every employee knows How employees having the empowerment to adjust their performance drives EBITDA Why some form of employee ownership drives EBITDA This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE Jeffrey Feldberg on LinkedIn The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your buisness. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

41mins

4 May 2021

Rank #6

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EOS Expert David Lewis Asks If You Are You Running Your Business Or Is Your Business Running You - Six Keys to Getting What You Want from Your Business

"You can be both vulnerable and strong." - David Lewis David Lewis is a fifth-generation entrepreneur. He has lived the highs and lows of building a truly great company.  Early in his career, David ran two companies, a publishing company, and a printing company. With the printing company, David struggled to find the balance of raising a small family with the energy required to take a company to the next level. After discovering EOS and exploring the model, David realized that had something like EOS existed, he wouldn't have been forced to choose between his children and his company. Now, David’s passion is working with entrepreneurs to help them get what they want from their businesses and not be forced to make the difficult choice that David did.  David is a trained coach for both individuals and teams, and he brings those skills and his positive energy to his dynamic and spirited session days with his EOS clients. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES How David became an Entrepreneurial Operating System (EOS) Implementer The 136 issues most business owners struggle with How the EOS system is simple but effective The six-components of the EOS system EOS Component #1 is vision Why vision plays a large role in a rich and thriving culture The importance of aligning everyone to the same vision EOS Component #2 is people The importance of having the right people on the right bus Why you won't achieve your vision unless you have the right people working in the right area The importance of identifying core values Why you should re-create the structure of your business on paper and see how it lines up in reality EOS Component #3 is data Why data creates discipline, accountability, and leadership EOS Component #4 is challenges/issues How to create a culture of transparency to speak openly about issues In most businesses, 80% of the issues are from people issues The power of "Identify, Discuss, and Solve" (IDS) How the right person wrong seat and wrong person wrong seat creates problems The challenge of either reassigning or removing people and the reward David shares a case study of what happens when the wrong person remains in either a role or business EOS Component #5 is process Why you must document core processes to remove errors The power of a one page document with five to seven steps that outlines the process Why a clear process is a competitive advantage that wins new business EOS Component #6 is traction How traction is above getting things done in 90-day intervals EOS calls 90-day business priorities "rocks" The power of a meeting pulse which is a weekly leader meeting to review the rocks Why the goal of EOS is to graduate clients within two-years to be self-sufficient David describes the EOS workflow from start to finish The power of vulnerability both in life and business  This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE David's website David Lewis on LinkedIn EOS Worldwide website The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company by 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

56mins

28 Apr 2021

Rank #7

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Performance And Cultural Alignment Expert Andrew Rush On How To Predictability Increase Your EBITDA

"Keep your head above the clouds and focus on bettering you the people around you to welcome success." - Andrew Rush Andrew Rush has a history of improving financial results through optimizing the collaboration of teams and developing more effective senior leaders by focusing on the culture and behaviors required to be successful. Andrew has been a consultant and a leader in turnaround situations and led companies that were recognized as being one of the top 50 best managed privately-owned companies. Andrew does professional speaking and training engagements for small and large groups across North America, covering the topic of performance and cultural alignment: aligning your team to increase the predictability and profitability of your business. Some of the groups that he has been asked to speak with include the Chief Executive Network, TEC, Vistage, Mackay CEO Forum, Industrial Exchange, Business Transaction Forum, and Presidents of Enterprising Organizations. Andrew has been interviewed for Forbes Magazine and appeared in numerous webinars and podcasts for North American and European audiences. Andrew started his career with Carpedia in 1997. From there, he went on to various companies in the building materials, aluminum, and construction industries as Vice President of Operations, Vice President of Sales, General Manager, and President. He has held leadership positions in companies with 25 to 1,200 employees in unionized and non-unionized environments for both publicly traded and privately held firms. He returned to Carpedia in 2017. Andrew also focuses a large amount of his time trying to align his three children aged 17, 15, and 11. This audience is usually his most challenging. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES How to unlock improved profitability How processes play into increasing EBITDA Why preparation years in advance for a liquidity event is essential for success How the management team plays an essential role in the success of enterprise value Why Carpedia does a two-week diagnostic on a business before starting A study from Gallup suggests 7 of 10 managers are incapable Why 40% to 60% of a manager's time is in reactive mode How having managers focus on proactive time can lift an entire business Why only 1% of a manager's time focuses on proactive time, which is only 7 minutes a day The power of increasing proactive time from 7 minutes to 40 minutes a day Why culture plays a large role in EBITDA How business owners may be a problem in the culture of a business and what can to do about this Why recognizing employees goes a long way to increase culture and productivity How being more humble as a business owner improves culture Two blind spots that most business owners have and don't realize A case study of how a construction company increased EBITDA by improving proactive time The impact of COVID-19 on culture An important area that business owners are overlooking with their culture and COVID-19 How to enrich your culture even when employees are working from home The importance of mindset for the success of your business This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE The Carpedia Website Andrew Rush On LinkedIn The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to helping business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your buisness. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

40mins

20 Apr 2021

Rank #8

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Investment Banker Round Table On Everything You Need To Know About Investment Bankers But Probably Don't

"We are now back to the go-go days of M&A" - Peter Kubasek "Tax changes coupled with desire to personally de-risk is driving an active market" - Josh Curtis  "The best thing you can do to avoid deal fatigue is preparation" - Michael Butler  Peter Kubasek is founder and managing partner of ArkMalibu. Peter has been closely involved in more than 500 merger and acquisition projects ranging from $2 million to over $1 billion in sales, representing billions in transactional value. Peter brings a vast background of knowledge and understanding to every engagement in which he is involved. His success stems from his ability to identify the core needs of his clients, developing creative solutions, and applying sound analytical and negotiating skills to each engagement. He has advised clients on preparing for exit, valuations, divestitures, and financing options in a variety of areas, including 3D printing, technology, services firms, communications, manufacturing, consumer packaged goods, and distribution. Josh Curtis is managing director at Footprint Capital. Mr. Curtis advises business leaders in ownership transitions, and liquidity events, including sell-side and buy-side transaction engagements. As well as succession planning, strategic growth, management buyouts, ESOP formations, capital raises, and leveraged recaps. Mr. Curtis began his career at Fifth Third Bank, where he held several positions in commercial lending, including relationship manager. In this role, Mr. Curtis served companies with sales ranging from $5 to $500 million in central Ohio. Michael Butler is a senior director at Footprint Capital. Michael is responsible for leading the sell-side and buy-side engagements with business owners. In addition, Michael cultivates relationships with clients, prospects, centers of influence private equity firms, and family offices. Michael's previous roles include auditor and consultant with a big four accounting firm, corporate executive with an insurance and financial service group, president of a securities broker and dealer, venture capital partner, business owner, angel investor, and board member. The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. SHOW NOTES Why M&A activity is back to pre-pandemic levels and will likely be one of the best years ever The importance of preparing before your liquidity event with a resource like the Deep Wealth Experience Why you must find an investment banker who goes beyond the normal process and helps you prepare The importance of developing "green shoots" and focusing on key areas in your business Understand that a liquidity event takes time, even with the best investment banker Why investors are ready to get "back to business" The importance of giving investors a reason of why your business is back to normal How you can leverage EBITDA-C Understanding why investors look at EBITDA-C and what you can do to support your thesis Why investors are hungry for transactions How to be the world's best client for an investment banker Why your attitude is as important as your financial statements How being willing to take advice and respond fast is essential for success Why "deal fatigue" is real and what you can do about it The importance of trust with your liquidity event advisors Why you must remove the notion that you can have a liquidity event without an investment banker The kinds of preparation you can do before you start your liquidity event Why you must understand the difference between a specialist and a generalist How an advocate investment banker is better for you than an intermediary Josh shares a story from the trenches of a specialist versus generalist approach Why an unsolicited offer will not be your best deal Why chemistry with your investment banker is essential for success Why you must be wary of the "bait-and-switch" technique some investment bankers use How over-compensating your investment banker for exceeding enterprise value can get the best deal Why rolling over equity is a powerful strategy to consider when crafting your deal How you get what you pay for when negotiating with investment bankers and what you can do about it Why an investment banker can align your interests with buyers to achieve the best deal How deals work when based on revenue versus EBITA Josh, Peter, and Michael share how they stay on top of their game and what you can do for yourself The power of gratitude and how it can transform your life Josh's prediction around capital gains taxes in the coming year Peter's prediction on this year setting an all-time record for transactions completed Michael's predictions on public equities taking a back seat to middle-market businesses This podcast is brought to you by Deep Wealth.  When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value by 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! SELECTED LINKS FOR THIS EPISODE The book Peter Kubasek co-authored "Sell Well" Peter Kubasek on LinkedIn ArkMalibu website Episode 25 of The Sell My Business Podcast with Peter Kubasek Footprint Capital website Josh Curtis on LinkedIn Michael Butler on LinkedIn Episode 35 of The Sell My Business Podcast with Josh Curtis and Michael Butler The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process, we increased the value of our company 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to help business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your business. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. Click here to book your free exploratory call.

56mins

13 Apr 2021

Rank #9

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Waleuska Lazo On How To Leverage Gratitude For Massive Success In Business And Life

"Enjoy your journey because this is where the magic happens" - Waleuska Lazo Waleuska Lazo, the creator of the 28-day online course FMTG The Gratitude Experiment, is a passionate, expressive, serial entrepreneur and mother of two. Born in Nicaragua, Waleuska immigrated to Canada with her family as a teen. She earned a bachelor of arts degree and a Master's degree in Criminal Justice from the University of Toronto. Waleuska splits her time between Miami and Toronto, Canada. In 1995 Waleuska was one of the co-founders of Embanet a pioneering e-learning provider of higher education solutions and services. After selling Embanet in 2007, Waleuska co-founded the Magnum Opus Group, which is a real estate company that builds homes for discerning buyers. In 2011 Waleuska founded Dream Catcher Print a book publishing venture through which she has published a series of books about real-life heroes for young readers and books on personal transformation for adult readers. Works include The Gift of Bravery: The Story of Ellie Cohen, Confessions from a Mom to Her Child, and her memoir, The Best Worst Thing That Happened to Me. Having transformed thousands of lives through The Gratitude Experiment. Waleuska's latest book is The Gratitude Blueprint: The Ultimate Strategy For Extraordinary Happiness. Waleuska attributes her success to leading a life that is focused on service and helping others.  The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-day,s you create a blueprint to help you optimize your business value. You also have the certainty of capturing the maximum value for your liquidity event. ‍ SHOW NOTES Waleuska shares the emotional challenges experienced after her 9-figure liquidity event The importance of  a "why" in creating fulfillment How Waleuska created The Five Minutes To Gratefulness (FMTG) system to heal herself Why the FMTG has transformed thousands of lives with people from over 83 countries How a practice of gratefulness helps you learn a new habit in 28-days instead of 66 days The extraordinary results people received from Waleuska's FMTG system Why gratitude shifts your focus to unleash creativity and success The science behind FMTG with epigenetics, neuroplasticity, and heart-brain coherence Why people focus on heir problems instead of what's working and what to do about this How stress robs your body of energy and creates illness What negative thoughts do to your brain and emotions to take you off your top performance How to teach your body to feel grateful through gratefulness and meditation The correlation between energy and frequency that shapes your experience Why your inner thoughts become your outer world How to liberate yourself when you drop the "victim" mentality and take responsibility The importance of surrendering to external circumstances and the benefits you receive Why forgiveness is essential to restore your passion and purpose How gratitude helps you enjoy your business journey and elevates your life The importance of strengthening your "bounce muscle" Why you must realize that other people's actions are not personal How gratitude helps you create the type of life and legacy you desire How gratitude helps you dominate and win in your liquidity event Why gratitude makes a difference when going through due diligence The power of a mastermind group to help transform your life The special offer The Sell My Business Podcast audience when you buy The Gratitude Blueprint book How to enrich your company culture through Waleuska's FMTG system How gratitude helps employees be calmer and happier Why happiness is an inside job and is already inside of you ‍ This podcast is brought to you by Deep Wealth.  ‍ When it comes to your liquidity event, you have one chance to get it right, and you better make it count. Enterprise value is created from preparation and not the event itself.  Learn how the Deep Wealth Experience helps you maximize enterprise value. Master the same strategies our founders used to increase their company value 10X.  Access the same 9-step road map of preparation that paves the way for success. Enjoy the certainty that you'll capture the maximum value on your liquidity event.   Click here to book your free exploratory call. Enjoy the interview! ‍ SELECTED LINKS FOR THIS EPISODE The Gratitude Blueprint: The Ultimate Strategy For Extraordinary Happiness Claim your free FMTG course when you buy the paperback book Waleuska's website Email Waleuska through Waleuska[at]FMTG[dot]us The Deep Wealth Experience Book Your FREE Deep Wealth Exit Call ‍ This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table. Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer.  In the process we increased the value of our company 10X. During our liquidity event journey, we created a 9-step road map of preparation. It's the quality and depth of your preparation that increases your business value. After our 9-figure liquidity event, we committed ourselves to helping business owners dominate and win. The Deep Wealth Experience has you create a blueprint to optimize the value of your buisness. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event. ‍ Click here to book your free exploratory call.

38mins

6 Apr 2021

Rank #10